Exporting lists of service requests, work orders, or purchase orders is a straightforward process that can enhance your data management and reporting capabilities. Here’s how you can do it effectively from the respective pages.
Exporting Options Available
Above the list of requests or orders you wish to export, you will find several options for exporting your data. These typically include:
- CSV (Comma-Separated Values): Ideal for use in spreadsheet applications like Microsoft Excel or Google Sheets.
- Excel: A direct option for exporting to Excel format for easy manipulation and analysis.
Steps to Export
1. Navigate to the Relevant Page: Go to the page where your service requests, work orders, or purchase orders are listed.
2. Select the Export Option: Look for the export options located above the list.
3. Choose Your Format:
- Click on the desired format (CSV or Excel).
- If prompted, select any specific options related to what data you want included in the export (e.g., date range, specific columns).
4. Download the File: Once you select your format and any additional options, initiate the export. The file will typically be downloaded to your device.
5. Access Your Downloaded File: Open the file using the appropriate application (e.g., Excel for CSV/Excel files).
Additional Tips
- Filtering Data: Before exporting, consider applying filters to narrow down your list to only those requests or orders that meet specific criteria. This will make your exported file more relevant and manageable.
- Customization: Depending on the platform you are using, you may have options to customize which columns are included in your export. This can help streamline your data analysis later on.
By following these steps, you can efficiently export service requests, work orders, or purchase orders in a format that best suits your needs. Whether for reporting purposes or data analysis, these exports can significantly enhance how you manage and utilize your operational data.
Yes, you can add multiple purchases or work orders, depending on your needs.
Sending an email to the vendor is quick and easy. Follow these steps:
1. Navigate to the Work Order Details Page.
2. In the top-right corner, click on the ‘More Actions’ button to expand the dropdown menu.
3. From the list of options, select the one that allows you to send an email to the vendor.
This ensures seamless communication with your vendors directly from the platform.
To change the vendor assigned to a work order, follow these steps:
- Edit the Work Order: Navigate to the work order you wish to modify and click on the edit option.
- Locate the Vendor Section: On the work order details page, find the first box at the top, which contains a drop-down list above the ‘Add Vendor’ text.
- Select a New Vendor: Click on the drop-down list to choose a different vendor from the options provided.
- Add Additional Information (if needed): You can also input any additional information related to the new vendor in this section.
By following these steps, you can successfully update the vendor associated with your work order, ensuring that the correct vendor is assigned for the tasks at hand.
Updating the status of a work order is a straightforward process. Here’s how you can do it:
- Navigate to the Work Order Details Page.
- In the top left corner, locate the section labeled ‘Current Status’.
- Click on the edit symbol next to ‘Current Status’.
- This action will drop down a list of available status options.
- Select the desired status from the list to update the work order accordingly.
By following these steps, you can efficiently manage and track the progress of your work orders.
From the work order details page (from the rightmost column). After coming to the details page, scroll down to the ‘Unit Entry Log’ section, where you can view the cost of labour and materials, as well as the taxes paid. The total cost is also summarized at the end.
You can edit a work order by following these steps:
- Navigate to the Work Order page
- Locate the rightmost column
- Click the edit icon
- Make your desired changes in the edit page that opens
Note: After making changes, remember to save your modifications before exiting the edit page.
Tenants are promptly informed when a request has been completed or resolved through the following methods:
1. Notification via Tenant Portal: As soon as the request is resolved, a notification is sent directly to the tenant through the tenant portal.
2. Email Notification: An email is also dispatched to the tenant, providing them with the update regarding the completion of their request.
3. Comments on Status: Additionally, you can leave comments on the status of the request. Tenants can view these comments to stay informed about any relevant updates or details regarding their request.
These communication methods ensure that tenants are kept in the loop and aware of the status of their requests at all times.
You can upload pictures for a service request. Here’s how:
1. Upload Options: Pictures can be uploaded either from the details page of the service request or while creating the request.
2. Maximum Limit: You can upload a maximum of 5 pictures per service request.
This feature allows you to provide visual context, making it easier to address your service needs.
To use the Service Request Watch List:
Viewing the Watch List
- Go to the main page
- Expand the menu
- Select ‘Service Request Watchlist’
Adding Requests to Watch List
- Open the service request details page
- Look for the watch icon in the top left corner
- Click the icon to add the request to your watchlist
Quick Access: The watch list provides an easy way to monitor specific service requests you want to keep track of.
Deleting a service request or work order is a straightforward process. Here’s how you can do it:
1. Navigate to the Details Page of the service request or work order you wish to delete.
2. In the top-right corner of the page, look for an icon that is colored red for the service request page.
3. Click on this red icon to expand the options.
4. From the expanded menu, select the ‘Delete’ option.
By following these steps, you can successfully remove any unwanted service requests or work orders from the system.
To update a service request status:
- Open the service request details page
- Look at the left-hand side
- Find the status options below the main symbol
Available Actions
- Resolve: Mark the request as resolved
- Close: Complete and close the request
- Revert Status: Return to the previous status
Note: Status update procedures differ for work orders and purchase orders.
From the service request page (under Tenant Management), you can view all the requests made by tenants at the top of the page. The requests are all categorized for your convenience. Clicking on each would show you a different list. The ‘New’ category is essentially what you are looking for.
To view tenant service request history:
- Navigate to Tenant Management
- Open the Service Request page
- Look at the top of the page
Viewing Requests
The system displays all tenant requests in organized categories. Each category contains a different list of service requests that you can access by clicking on them.
Quick Access: For the most recent requests, select the ‘New‘ category.
Viewing the details for service requests, work orders, and purchase orders is straightforward. Follow these steps for each category:
For Service Requests:
1. Navigate to the Service Requests page under Tenant Management.
2. In the rightmost column, click on the blue ‘Details’ button.
For Work Orders and Purchase Orders:
1. Go to the respective Work Orders or Purchase Orders page within Tenant Management.
2. In the rightmost column, select the blue box next to the orange edit icon.
Clicking these options will direct you to the detailed information page for each request or order, allowing you to review all relevant details efficiently.
Creating a new service request, purchase order, or work order is simple and can be done in just a few steps:
Creating a New Service Request
1. Navigate to the Service Request page.
2. On the right-hand side, click on “More Action” to expand the menu.
3. Select ‘New Service Request’.
4. Fill out the required details on the redirected page (you can also upload images if necessary).
5. Click ‘Submit’ to finalize the request.
Creating Purchase Orders and Work Orders
1. Work Orders: Follow the same steps as above but ensure you select an existing Service Request before proceeding.
2. Purchase Orders: A Work Order and a corresponding Service Request are required to create a Purchase Order.
By following these guidelines, you can efficiently manage service requests, work orders, and purchase orders within the system.